Sarthak Matpal
Ghaziabad
Summary
Investment Banking professional with ~8 years of experience across various sectors, including
Consumer & Retail, Industrials, and Technology, with a focus on leading teams and managing projects to deliver strategic insights. Proficient in utilizing global financial databases and fostering strong client relationships.
Overview
8
8
years of professional experience
Work History
Assistant Manager,
Benori KPO
07.2024 - Current
- Leading and guiding a team of 4 Analysts/Senior Analysts in defining project scopes and assessing requirements for successful execution
- Allocating projects based on industry expertise, resolving queries, and conducting quality checks
- Gathering, synthesizing, and analyzing complex data sets to provide detailed financial models, industry landscapes, and pitchbooks
- Performing DCF, transaction, and trading comparable benchmarking to support strategic decision-making
- Training junior analysts to enhance efficiency while managing complex projects independently
- Delivered error-free projects and maintained high standards in client communications
- Ensured alignment of project objectives with team capabilities to optimize performance
Delivery Lead,
Acuity Knowledge Partners
07.2021 - 05.2024
- Directed a team of 6-8 associates to manage diverse projects and execute banker communications
- Allocated projects based on industry expertise and skills, resolving member queries
- Reviewed comprehensive financial models, industry overviews, detailed company profiles, management biographies, and evaluated peer valuation multiples
- Performed financial analysis, including DCF, benchmarking comparable transactions
- Led client calls, enhancing relationship management and knowledge needs assessment
- Utilized global databases such as Capital IQ, FactSet, Refinitiv Eikon, BamSEC, Factiva, and Pitchbook
Consultant,
Genpact Enterprise Risk Consulting
01.2019 - 07.2021
- Assisted clients with Mergers & Acquisitions, IPOs, and debt-related transactions
- Conducted high-quality analyses, including industry assessments and company profiles
- Performed competitive benchmarking and opportunity evaluations through comprehensive research
- Utilized global databases such as Factset, Capital IQ, and Mergermarket
Business Analyst,
Evalueserve.com Pvt. Ltd.
01.2018 - 01.2019
- Supported investment banking and advisory teams throughout the deal lifecycle
- Executed industry studies, trading, transactions &
debt comps, company profiles, company screening, and capital structure analysis - Conducted pro-forma analysis and created capitalization tables
- Worked on global financial databases such as Factset, Capital IQ, Pitchbook, Mergermarket, and Factiva
Education
MBA - Finance
Birla Institute of Management Technology
Greater NoidaBachelor of Arts - Economics
University of Delhi
New DelhiSkills
- Industry Research
- Financial Modeling
- Investment Research
- Investment Banking
- Research and Due Diligence
- Team Management
Timeline
Assistant Manager,
Benori KPO
07.2024 - Current
Delivery Lead,
Acuity Knowledge Partners
07.2021 - 05.2024
Consultant,
Genpact Enterprise Risk Consulting
01.2019 - 07.2021
Business Analyst,
Evalueserve.com Pvt. Ltd.
01.2018 - 01.2019
MBA - Finance
Birla Institute of Management Technology
Bachelor of Arts - Economics
University of Delhi